PWM
ParenteBeard Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,622
| Closed | -$537K | – | 106 |
|
|
2014
Q3 | $537K | Hold |
4,622
| – | – | 0.22% | 58 |
|
|
2014
Q2 | $592K | Sell |
4,622
-135
| -3% | -$17.3K | 0.26% | 46 |
|
|
2014
Q1 | $588K | Sell |
4,757
-73
| -2% | -$9.02K | 0.29% | 46 |
|
|
2013
Q4 | $561K | Sell |
4,830
-69
| -1% | -$8.01K | 0.22% | 70 |
|
|
2013
Q3 | $628K | Buy |
4,899
+23
| +0.5% | +$2.95K | 0.31% | 43 |
|
|
2013
Q2 | $581K | Buy |
+4,876
| New | +$581K | 0.26% | 51 |
|